Brooklands Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brooklands Partners, LLC is a newly formed investment manager that offers discretionary asset management primarily for pooled vehicles and institutional‑type clients. Like many peers, the firm provides ongoing portfolio management under discretionary authority and charges asset‑based advisory fees, though at the time of this filing it reports no assets under management.
The firm’s investment process draws on a mix of fundamental, technical, cyclical and quantitative analysis and tailors portfolios to documented client objectives and risk tolerances. Brooklands routinely delegates portfolio implementation to third‑party sub‑advisors, retaining authority to hire, replace and oversee those managers while remaining the primary relationship for clients.
What is distinctive is Brooklands’ explicit operating model of selecting and supervising external sub‑advisors — a practice it highlights in the brochure and notes as an uncommon feature for firms in this category that can create conflicts (for example, differing fee arrangements among sub‑advisors) that the firm seeks to mitigate through disclosures and supervisory procedures. The firm is led by a principal with prior institutional chief investment responsibilities and a CFA designation, reflecting an institutional investment background that informs its manager‑selection approach.
Client services
Expertise
Fee options
0.50% annually on all assets
Main office
Greenwich CT
Advisors at this office
1
Most active in
Connecticut · Maine
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)